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description: Page 2 - Discover the best Insurance CRM Software for your organisation. Compare top Insurance CRM Software tools with customer reviews, pricing and free demos.
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title: Page 2 - Best Insurance CRM Software - 2026 Reviews, Pricing & Demos
---

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# Insurance CRM Software

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## Products

1. [Maximizer CRM](https://www.softwareadvice.co.uk/software/24987/maximizer-wealth-management) — 4.1/5 (366 reviews) — Maximizer CRM is a customer relationship management solution specifically designed for sales. With Maximizer's analyt...
2. [Daylite for Mac](https://www.softwareadvice.co.uk/software/187009/daylite-for-mac) — 4.6/5 (361 reviews) — Running a service-based business means balancing clients, projects, and relationships while still finding time to gro...
3. [Vtiger CRM](https://www.softwareadvice.co.uk/software/3087/vtiger) — 4.3/5 (336 reviews) — Vtiger CRM offers a single, unified CRM for sales, customer support and marketing teams. Vtiger CRM can be used acros...
4. [SAP Customer Experience](https://www.softwareadvice.co.uk/software/416356/sap-customer-experience) — 4.3/5 (245 reviews) — SAP Customer Experience is a cloud-based customer relationship management solution that helps small and mid-size busi...
5. [Claritysoft CRM](https://www.softwareadvice.co.uk/software/9707/claritysoft) — 4.5/5 (243 reviews) — Claritysoft is a cloud-based customer relationship management (CRM) solution designed for midsize and large enterpris...
6. [Vanillasoft](https://www.softwareadvice.co.uk/software/122131/vanilla-soft) — 4.6/5 (233 reviews) — VanillaSoft is a cloud-based sales management solution that combines features for CRM, lead management and telemarket...
7. [SalesLoft](https://www.softwareadvice.co.uk/software/169741/salesloft) — 4.3/5 (231 reviews) — Salesloft is the provider of the leading sales engagement platform that helps sellers and sales teams drive more reve...
8. [Salesforce Starter](https://www.softwareadvice.co.uk/software/82914/salesforceiq) — 4.4/5 (223 reviews) — Salesforce Starter is a comprehensive CRM suite designed for growing businesses. It provides essential marketing, sal...
9. [Pipeliner CRM](https://www.softwareadvice.co.uk/software/113892/pipeliner-crm) — 4.6/5 (215 reviews) — Pipeliner has revolutionized CRM with our unique visual interface, no-code workflow automation engine, and instant, d...
10. [PhoneBurner](https://www.softwareadvice.co.uk/software/28049/phoneburner) — 4.8/5 (176 reviews) — PhoneBurner is an outbound dialer and call center solution that empowers agents to conduct wildly efficient yet highl...
11. [LeadSquared](https://www.softwareadvice.co.uk/software/33191/leadsquared) — 4.3/5 (167 reviews) — LeadSquared is a cloud-based marketing automation and customer relationship management (CRM) solution for businesses ...
12. [Close](https://www.softwareadvice.co.uk/software/31057/close-io) — 4.7/5 (164 reviews) — Close is a conversation-first CRM (customer relationship management) solution built for founders and small, scaling s...
13. [VipeCloud](https://www.softwareadvice.co.uk/software/63717/vipecloud) — 4.9/5 (163 reviews) — 98% of customers rate VipeCloud's Value For Money at 4 stars and above\! VipeCloud is the Sales CRM with Marketing Sui...
14. [Sage Sales Management](https://www.softwareadvice.co.uk/software/28949/forcemanager-mobile) — 4.6/5 (162 reviews) — Sage Sales Management CRM, tailored for any-sized business with a field sales force, now integrates cutting-edge AI a...
15. [Zendesk Sell](https://www.softwareadvice.co.uk/software/93337/zendesksell) — 4.3/5 (159 reviews) — Zendesk Sell (formerly Base) is the web and mobile-based customer relationship management application that allows B2B...
16. [Ringy](https://www.softwareadvice.co.uk/software/92779/isalescrm-crm) — 4.3/5 (155 reviews) — Ringy (formerly iSalesCRM) is a cloud-based customer relationship management (CRM) solution that helps small to large...
17. [Groove](https://www.softwareadvice.co.uk/software/224461/groove) — 4.7/5 (146 reviews) — Groove is a market-leading sales engagement platform that enables sales leaders to execute their strategy in a smart,...
18. [Gold-Vision CRM](https://www.softwareadvice.co.uk/software/13928/gold-vision-crm) — 4.6/5 (131 reviews) — Who are we? Gold-Vision is a user-intuitive customer relationship management (CRM) solution that includes modules for...
19. [AgencyBloc AMS+](https://www.softwareadvice.co.uk/software/418532/agencybloc-ams) — 4.7/5 (129 reviews) — AgencyBloc is an agency management platform for life and health insurance agencies looking for a more effective way t...
20. [Contactability](https://www.softwareadvice.co.uk/software/3263/contactability-leadmanager) — 4.0/5 (117 reviews) — Contactability LeadManager is a cloud-based marketing platform that helps companies monitor leads as they move throug...
21. [Salesmate](https://www.softwareadvice.co.uk/software/45341/salemate) — 4.7/5 (102 reviews) — Most CRMs are rigid, inflexible, and cost a lot of money to organizations, and Salesmate solves exactly these pain-po...
22. [HappyFox Help Desk](https://www.softwareadvice.co.uk/software/26972/happyfox) — 4.6/5 (92 reviews) — HappyFox is a cloud-based customer relationship management solution that provides help desk and ticketing solutions t...
23. [Pobuca Connect](https://www.softwareadvice.co.uk/software/40735/pobuca) — 4.4/5 (91 reviews) — Pobuca Connect is a cloud-based contact management application that lets businesses store and share contacts. The sol...
24. [OnePageCRM](https://www.softwareadvice.co.uk/software/8278/onepagecrm) — 4.8/5 (91 reviews) — OnePageCRM is a simple contact management tool. While it has all the usual features of a customer relationship manage...
25. [Efficy CRM](https://www.softwareadvice.co.uk/software/38575/efficy) — 4.0/5 (90 reviews) — At last, a CRM solution that truly adapts to your needs\! Our mission is to help each company or organisation succeed ...

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Your inbox is no longer where work gets stuck, it becomes the place where work moves forward.\n\nDaylite is also built specifically for the Apple ecosystem, with native apps for Mac, iPhone, and iPad. It works seamlessly offline, syncing automatically when you’re back online, so you can rely on it wherever you are.\n\nCollaboration and visibility\nDaylite helps teams stay aligned by sharing calendars, delegating tasks, and tracking progress. Business owners gain visibility into workloads and upcoming deadlines, while individuals stay accountable and focused. For solo professionals, it provides the same clarity and organization without the need for extra staff.\n\nSecurity and trust\nWe know your client data is sensitive. Daylite is ISO 27001 certified, uses secure cloud sync, and provides flexible permission controls so you decide who sees what. You can feel confident that your business and your client relationships are protected.\n\nCustomer service that puts fit first\nAt Marketcircle, we know that choosing software isn’t just about features it’s about finding the right fit for your business. That’s why we put so much effort into helping every customer succeed. We also recognize that effort is best spent on businesses that will truly benefit from Daylite.\n\nOur approach saves everyone time and money: you avoid investing in a tool that won’t serve you well, and we focus our resources on customers who can get the most out of Daylite. To make that decision easier, our team is available for calls to talk through your goals and challenges and to see if Daylite is the right match. If it is, we’ll guide you through getting started with personalized onboarding, one-on-one support, and a library of educational resources. If it isn’t, you’ll walk away knowing sooner rather than later with no wasted effort on either side.\n\nThe outcome\nDaylite helps you run your service-based business more efficiently, so you get time back to focus on what matters most, like working with more clients, delivering great service, and growing your business with confidence. With everything connected, clients, new client opportunities, projects, tasks, notes, and email, you’ll avoid missed opportunities, streamline your workflows, and gain clear visibility into the bigger picture. That means fewer things slipping through the cracks and more confidence in how you operate your business every day.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ca07dfe8-c3e9-49db-8ee8-c8a73118c04b.png","url":"https://www.softwareadvice.co.uk/software/187009/daylite-for-mac","@type":"ListItem"},{"name":"Vtiger CRM","position":3,"description":"Vtiger CRM offers a single, unified CRM for sales, customer support and marketing teams. Vtiger CRM can be used across the entire customer lifecycle, and it allows marketing teams to capture and nurture leads, sales teams to score, track and close resulting deals and support teams to access complete customer history and provide support.\n\n\nKey features include web forms, email and SMS campaigns, lead scoring, sales insights, appointment scheduling, approvals, team mailbox, document tracking, automated workflows, work orders, inventory management, case routing, surveys and project management.\n\n\nAll customer data is stored in a single database that offers a unified view for marketing, sales and support teams. 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The marketing module is designed to develop, execute and manage effective marketing campaigns, and to score and nurture leads. The service module aids organizations in improving client satisfaction and retention rates by providing superior levels of customer support. Other modules include channel management, interaction center, web channel, and business communications management.\n\n\nSAP Customer Experience offers support through an online knowledge base, support portal and via phone.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c046d78a-8f19-4afd-bb26-81df76556187.png","url":"https://www.softwareadvice.co.uk/software/416356/sap-customer-experience","@type":"ListItem"},{"name":"Claritysoft CRM","position":5,"description":"Claritysoft is a cloud-based customer relationship management (CRM) solution designed for midsize and large enterprise businesses. It offers sales automation, customer service and support, marketing automation and social CRM within a single solution. Key features include account management, activity management, calendar management and pipeline management.\n\n\nClaritysoft CRM features a contact management module that allows users to import and unify contact lists from different sources such as Excel documents, Outlook and QuickBooks. It allows users to view contact location in Google Maps, which helps them plan routes for sales representatives.\n\n\nThe email-marketing feature allows users to design email templates and pull contacts from contact lists based on filters and preferences.\n\n\nUsers are able to access their stored CRM data in Claritysoft’s offline mode, and then synchronize changes with the cloud when the application is online again. Pricing is per user per month subscription. Support is offered via phone, email or web ticket.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0e07270c-1477-4f11-a45e-d47e3a554da5.png","url":"https://www.softwareadvice.co.uk/software/9707/claritysoft","@type":"ListItem"},{"name":"Vanillasoft","position":6,"description":"VanillaSoft is a cloud-based sales management solution that combines features for CRM, lead management and telemarketing which helps sales teams in businesses manage their daily operations.\n\n\nVanillaSoft is a lead optimization platform built for fast-response sales teams. \n\nVanillaSoft’s real-time workflow helps sales teams work smarter by making sure every lead gets the best chance to convert. It automatically prioritizes the warmest records, so agents don’t waste time figuring out who to contact next. It simplifies the agent’s activities, letting them focus on conversations instead of juggling data. Plus, it ensures calls, emails, and texts are sent in the right order, with the right message, and with the best chance of getting through—avoiding spam filters and blocked calls.\n\nThese three pillars of VanillaSoft’s all-in-one system ensure sales teams are effective, efficient, and always reaching their leads.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/528ed874-e325-4d42-9dbd-5fc2d9ca1109.png","url":"https://www.softwareadvice.co.uk/software/122131/vanilla-soft","@type":"ListItem"},{"name":"SalesLoft","position":7,"description":"Salesloft is the provider of the leading sales engagement platform that helps sellers and sales teams drive more revenue. The Modern Revenue Workspace by Salesloft is the one place for sellers to execute all of their digital selling tasks, communicate with buyers, understand what to do next, and get the coaching and insights they need to win.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/929f2a73-02d9-4447-b9df-558b65f0e758.png","url":"https://www.softwareadvice.co.uk/software/169741/salesloft","@type":"ListItem"},{"name":"Salesforce Starter","position":8,"description":"Salesforce Starter is a comprehensive CRM suite designed for growing businesses. It provides essential marketing, sales, service, and commerce tools in a unified platform. Salesforce Starter enables users to organize customer data, manage relationships, and gain valuable business insights. Its dynamic email marketing and analytics capabilities allow users to nurture prospect and customer connections with customizable email templates. The suite's segmentation features unify customer data across marketing, sales, and service, enabling personalized communications.\n\nThe sales process streamlined with deal management tools and customer service features, including case management and escalation, help ensure efficient issue resolution. For businesses looking to establish an online presence, Salesforce Starter offers a storefront builder with drag-and-drop design tools and built-in merchandising and commerce analytics. The all-in-one CRM solution provides growing companies the essential functionality they need to find new leads, win deals, and sell online, all from a centralized platform.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e99de81a-e5c9-44af-9813-43549968f84d.png","url":"https://www.softwareadvice.co.uk/software/82914/salesforceiq","@type":"ListItem"},{"name":"Pipeliner CRM","position":9,"description":"Pipeliner has revolutionized CRM with our unique visual interface, no-code workflow automation engine, and instant, dynamic insights and reporting.

\n\nThis CRM provides both salespeople and sales management with many ways of displaying and analyzing sales data while also delivering intelligent, system-generated insights.

\n\nPlus, thanks to its automation engine and integration with other systems (such as Support, ERP, Marketing), Pipeliner eliminates many of the manual and routine tasks that other systems utilize.

\n\nThe Pipeliner CRM experience is different from traditional CRM which is why it drives high adoption rates, lower Total Cost of Ownership, and rapid Return On Investment.  Fast onboarding allows users to learn and administer the system, resulting in little to no business interruption when deploying.","url":"https://www.softwareadvice.co.uk/software/113892/pipeliner-crm","@type":"ListItem"},{"name":"PhoneBurner","position":10,"description":"PhoneBurner is an outbound dialer and call center solution that empowers agents to conduct wildly efficient yet highly personalized outreach, and engage up to 4x more contacts in live conversations.  The system offers functionalities that include power dialing, lead management, email follow-up, SMS, sales cadence, performance management and analytics.\n\nThe PhoneBurner system is a leader in its support of TCPA/FCC compliance and provides cutting edge tools to help teams engage in efficient, effective, and compliant communications. \n\nUse the built-in CRM, or integrate with Salesforce, HubSpot, Zoho, monday.com and other leading CRMs and apps. Other features include 1-click voicemails,  one-touch emails and SMS, email tracking, custom dispositions, call recording, call transfer, local ID, sales cadence, automatic lead distribution and more.\n\nPhoneBurner scales to any size team and can be managed from one central admin portal. Analytics, reporting and live call monitoring/coaching features offer real-time visibility into ongoing activities and calling performance. The platform is cloud-based and requires no installations, setup fees, or contracts.\n\nThe solution is available on a monthly subscription basis and provides customer support via phone and email.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9d1e4b59-9ce2-4309-b933-12d6217bdaf7.png","url":"https://www.softwareadvice.co.uk/software/28049/phoneburner","@type":"ListItem"},{"name":"LeadSquared","position":11,"description":"LeadSquared is a cloud-based marketing automation and customer relationship management (CRM) solution for businesses of all sizes. It serves clients in industries such as finance, e-commerce, education, health and wellness, marketing, real estate, software and hospitality.\n\n\nLeadSquared helps users to automate tasks such as lead capture, marketing, sales CRM, reporting and analytics.\n\n\nLeadSquared also offers lead scoring, landing pages, marketing and sales insights, segmentation and role-based user access. It can integrate with applications such as Super-Receptionist, Ozonetel, LiveChat, Olark Connector, Zopim and GoToWebinar.\n\n\nThe software is available in a subscription pricing model. It runs on most web browsers and also has a dedicated Android and iOS application.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7e5a618b-25a4-45e3-a86b-7642ea6f585a.png","url":"https://www.softwareadvice.co.uk/software/33191/leadsquared","@type":"ListItem"},{"name":"Close","position":12,"description":"Close is a conversation-first CRM (customer relationship management) solution built for founders and small, scaling sales teams to manage every conversation in one place — so they can move faster and close more deals. With built-in calling, email, SMS, automation, and AI, Close eliminates tool sprawl and manual logging so teams can focus on selling, not admin.\n\nClose embeds calling, email, and SMS natively inside the platform. Every conversation is automatically logged, searchable, and connected to the contact record it belongs to, so sales teams can increase their follow-up discipline without juggling tools or letting leads slip through the cracks. \n\nCore capabilities include:\n\n- Built-in calling with Power Dialer and Predictive Dialer so reps reach more leads without manual dialing\n- Inbox for managing two-way email conversations with open and click tracking\n- Smart Views for dynamically filtered lead lists based on activity, status, or custom criteria\n- Pipeline management with Opportunities and deal tracking across stages\n- Workflow Automation for multi-step follow-up sequences across calls, email, and SMS — without technical setup\n- Web Forms for capturing and routing inbound leads directly into the CRM\n- Call coaching tools including listen, whisper, and barge\n\nClose automates the sales activities that happen between conversations:\n\n- Notetaker joins calls and meetings to record, transcribe, and summarize every conversation\n- AI Drafts writes follow-up emails after each call\n- AI Summaries give reps instant context on any lead\n- AI Enrich pulls live company and contact data from public sources\n- A native MCP server lets your team use Close data directly inside ChatGPT, Claude, Cursor, n8n, and VSCode\n\nThese features are part of Chloe, Close's built-in AI sales assistant — with expanded capabilities, including AI voice, coming in Spring 2026.\n\nClose is used by small to mid-sized sales teams (typically 1 to 100 reps) in SaaS, fintech, real estate, insurance, recruiting, staffing, and professional services — particularly by founders and sales managers running relationship-driven sales at companies that prioritize speed and follow-up discipline.\n\nPlans start at $9/user/month with built-in calling, email, and SMS included. Plans scale as your team grows: Solo ($9), Essentials ($35), Growth ($99), and Scale ($139). Custom pricing available for teams of 10+. No contracts required. 14-day free trial — no credit card, no obligation.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ee4671b1-24c6-4b6e-a880-54a586c6f021.png","url":"https://www.softwareadvice.co.uk/software/31057/close-io","@type":"ListItem"},{"name":"VipeCloud","position":13,"description":"98% of customers rate VipeCloud's Value For Money at 4 stars and above! VipeCloud is the Sales CRM with Marketing Suite that builds rapport with you. Our All-In-One solution includes CRM, Email Marketing, Social Posting, Texting, Video Email, Integrations, and More. With VipeCloud's single solution + rapport building, your business will increase efficiency and accelerate growth. It's no surprise 99% of customers rate our support at 4+ stars.\n\nEmpower your sales team to prioritize the hottest leads with pipeline management, workflow automation, lead scoring, estimates, QuickBooks integration, and more. Our industry-leading support team has your back every step of the way.\n\nDesigned for small and midsize businesses across various industries, VipeCloud is a cloud-based sales and marketing customer relationship management (CRM) solution that allows businesses to push marketing and sales budget farther. With email marketing, marketing automation, and a sales CRM, VipeCloud's easy to use app will rapidly accelerate team growth and streamline sales processes. Key features include task management, lead scoring, email marketing, document storage, social media integrations and mobile access.\n\n\nVipeCloud’s marketing suite helps sales team prioritize the hottest leads with workflow automation and lead scoring. Users send and keep track of emails, define and automate the cadence of outreach campaigns, manage and segment contact lists, and connect email marketing to websites visitor activity. The sales suite lets users send personalized video messages to leads, scan business cards, and automate contact detail entry.\n\n\nAdditionally, VipeCloud features a performance stack module that lets users add and update contacts, manage the quantity and type of team activities, create alerts based on user actions and add tags to contacts, companies, and opportunities.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c830ac59-1a0e-4c76-bc6b-c886d2873f93.png","url":"https://www.softwareadvice.co.uk/software/63717/vipecloud","@type":"ListItem"},{"name":"Sage Sales Management","position":14,"description":"Sage Sales Management CRM, tailored for any-sized business with a field sales force, now integrates cutting-edge AI and Timeline Conversations. This combination ensures real-time, efficient sales activity measurement and management. Key features include: \n\n- AI-powered analysis for real-time sales impact measurement. \n- Geolocated opportunity information for strategic planning. \n- Timeline Conversations for streamlined communication around CRM activities like visits, emails, or calls. \n\n- Customizable real-time data fields and stages to match unique sales processes. \n- AI-driven insights to minimize errors and misunderstandings. \n- Easy integration with your favorite apps. \n- Enhanced collaboration across departments, fostering a unified approach to sales success. \n\nAvailable on Android and iOS, Sage Sales Management Mobile CRM adapts to various devices, offering a mobile-first design that’s user-friendly and has a high adoption rate.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/955d66db-44da-4e2a-afa1-71d21d9c9d1f.png","url":"https://www.softwareadvice.co.uk/software/28949/forcemanager-mobile","@type":"ListItem"},{"name":"Zendesk Sell","position":15,"description":"Zendesk Sell (formerly Base) is the web and mobile-based customer relationship management application that allows B2B and B2C sales professionals to manage sales, track leads and engage proactively with customers from anywhere. The system features a standalone sales automation module with options for integrated channel management and web self-service capabilities.\n\n\nZendesk Sell enables sales teams to capture, organize and properly track leads. Sales personnel can funnel leads from multiple sources including websites, spreadsheets or any marketing platform. Users can track sales and have full visibility into the sales pipeline with robust sales reporting feature.\n\n\nSales team leaders can monitor sales process by managing regions and teams through Base. Users can establish and monitor quotas and goals for specific teams and reps, all via smartphone or other mobile devices.\n\n\nZendesk Sell has native applications for iOS, Android and Windows phones. The solution can also integrate with MailChimp. The system is suitable for small to midsize companies across most industries looking for a mobile CRM solution.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/91713ea5-644a-4395-afc8-4b7f6206a913.png","url":"https://www.softwareadvice.co.uk/software/93337/zendesksell","@type":"ListItem"},{"name":"Ringy","position":16,"description":"Ringy (formerly iSalesCRM) is a cloud-based customer relationship management (CRM) solution that helps small to large enterprises manage leads, improving sales operations. It comes with an administrative dashboard, which enables users to categorize inbound/outbound calls as rescheduled, referral or new leads based on clients' onboarding status.\n\n\nRingy allows businesses to contact prospects via SMS or email drips and monitor response rates using actionable analytics. Managers can automatically store lead data in a centralized database and assign follow-up tasks to specific sales representatives. Additionally, organizations can utilize the voice over internet protocol (VoIP) module to conduct conference calls and forward ongoing calls to specific sales agents.\n\n\nRingy facilitates integration with various third-party applications such as Facebook, Google Maps, Zapier, Google Calendar and more. Pricing is available on monthly subscriptions and support is extended via an inquiry form.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1fd98c7c-91eb-4954-88f2-ee241357e712.jpeg","url":"https://www.softwareadvice.co.uk/software/92779/isalescrm-crm","@type":"ListItem"},{"name":"Groove","position":17,"description":"Groove is a market-leading sales engagement platform that enables sales leaders to execute their strategy in a smart, adaptive way. With Groove, revenue leaders can use automation to do more with less, driving greater efficiency and effectiveness across the customer lifecycle. \n\nGroove’s sales engagement platform drives more revenue through connected and consistently great sales execution. It makes your sales strategy actionable, reinforces your custom playbook, and applies AI-driven insights that help sellers learn, evolve, and win.\n\nGroove enables more than 75,000 users at ADP, Google, Uber, iHeartMedia, Capital One, and other large enterprises to be more efficient and effective. Groove has ranked #1 in enterprise customer satisfaction on G2 for four consecutive years and has been named one of the Inc. 5000 fastest-growing privately held companies in the U.S. since 2020.\n\nTo learn more, visit https://groove.co.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f5f4d47f-368d-4619-8334-0a4233a3520a.png","url":"https://www.softwareadvice.co.uk/software/224461/groove","@type":"ListItem"},{"name":"Gold-Vision CRM","position":18,"description":"Who are we? \n\nGold-Vision is a user-intuitive customer relationship management (CRM) solution that includes modules for sales, marketing, support, projects, portal and events. Suitable for organizations of all sizes, it can be installed both on-premise and in the cloud, dependant on preference.  \n\nCore features: \n\nThe core CRM features include automatic tracking and synchronization of emails with Microsoft 365. Other features include centralized storage of prospect and customer information, which can be accessed on desktop or mobile devices. Users can also view social profiles for prospects and customers. \n\nSales: \n\nSales features include lead scoring, easy reporting, and comprehensive pipeline management. Furthermore, set pre-defined scores and view integrated website analytics with simplistic touchpoint scoring, with leads automatically scored based on customer interest.  \n\nPipeline management is at the core of the sales module, get an instant live view of your business status, forecast sales revenue, and even set and monitor performance targets for different team members, ensuring the entire team is in the loop with sales activities. \n\nGold-Vision's opportunities module provides details of all quotes, activities and recent emails, so any user can view where the lead came from and what’s happening next.   \n\nMarketing: \n\nThe Gold-Vision product line also includes our brand-new product, Gold-Vision Marketing. Gold-Vision Marketing is an all-in-one digital marketing platform which is fully integrated with our CRM. Marketing gives users the ability to create and run campaigns, all whilst data is being fed back into CRM to aid the sales process – making sales and marketing alignment easier than ever. \n\nGold-Vision's marketing features feed directly into analytics and dashboards, which are fully customizable visual charts and graphs. Other features include touchpoint point scoring, event booking management, and more. \n\nProjects: \n\nManaging projects in Gold-Vision is a simplistic and collaborative process, whether that’s assigning different team members tasks, creating to-do lists, or even just staying on schedule by monitoring progress and time spent on each activity. Appointment tracking, document management, and workflow management are core to the projects area of Gold-Vision. \n\nCustomer support: \n\nTo deliver great customer support your team needs to know more than just the name of the person they’re talking to – they need the full picture.   \n\nWith Gold-Vision CRM, all your customer data – from your first touchpoint to the last – is in one place. Your support agents will always have the latest information at their fingertips and can respond more efficiently and effectively than ever before \n\nCustomer interactions are automatically tracked and linked to their corresponding support tickets via integrations such as Live Chat, Microsoft 365, Outlook and more. \n\nDemo: \n\nAfter identifying your needs, we will build out a bespoke demo system for you, considering your business set-up, internal processes, and anything else you may detail to us and will then guide you through, giving you an insight into what an average day may look like within Gold-Vision. \n\nWe provide a smooth and stress-free purchase process that puts your business needs at the forefront of our minds, carrying out all discussions and consultations with a personal feel. \n\nImplementation and support: \n\nFrom the moment you become a Gold-Vision customer, we will work directly with you to integrate and implement your system exactly how you want it. We provide quick-start packages for smaller projects or more in-depth training for larger teams. Our training services are flexible based on your needs, and we’re here to make sure you get value from Gold-Vision from the start. \n\nOur support team is attentive and offers comprehensive advice whenever needed. \n\nGold-Vision pricing is done on a per-user per-month basis, allowing for manageable payments.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c7a6bba8-9107-474b-b8e0-6842c427939d.png","url":"https://www.softwareadvice.co.uk/software/13928/gold-vision-crm","@type":"ListItem"},{"name":"AgencyBloc AMS+","position":19,"description":"AgencyBloc is an agency management platform for life and health insurance agencies looking for a more effective way to increase company's profitability, enhance customer satisfaction, and control costs in today's competitive market.\n\nAgencyBloc provides cloud-based agency management solutions that help insurance agencies stay organized and efficient, including sales enablement, quoting, client and policy management, commissions processing, and more. \n\nThe dashboard lets users see ongoing activities at a glance, including both individual tasks and company-wide communication. The software offers many features for agents dealing with health and life insurance, including policy management and carrier tracking. Agents can attach notes or documents to contact and policy records for quick retrieval.\n\nAdditionally, with Quote+, brokers can compare all types of health insurance offerings, including community rated, medically underwritten, and ancillary, in one central place with more valuable quoting and proposal tools.\n\nAgencyBloc gives users a 360-degree view of their business, from contacts to policies, ongoing interactions, and documents that can be accessed from anywhere with an internet connection. The software can be scaled to meet the needs of agencies of all sizes","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7c65f07c-bfd6-4205-8588-61c4a1bbe24b.png","url":"https://www.softwareadvice.co.uk/software/418532/agencybloc-ams","@type":"ListItem"},{"name":"Contactability","position":20,"description":"Contactability LeadManager is a cloud-based marketing platform that helps companies monitor leads as they move through the sales pipeline and keep track of closed deals. This solution features tools to manage engagement with potential and current customers.\n\n\nWithin their suite, Contactability delivers marketing and sales automation, customer service and support, self-service and call center. Their workflow helps agents and representatives schedule their daily tasks. Contactability integrates with third-party lead source and can capture leads from different web forms. Once the solution detects interest, prospects are pushed forward to a rep or re-routed to a nurturing program. Once the lead has become a customer, Contactability’s retention campaigns help stay connected with them via follow up calls and/or emails.\n\n\nThe calendar feature sends out reminders about upcoming calls or meetings. All interaction history on leads is recorded in the activity stream for future reference. Users can create custom fields and record data on the fly, and leads are tagged with dispositions for easy management.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7e4e134d-dafe-4aa9-86a0-c3715bd1d633.png","url":"https://www.softwareadvice.co.uk/software/3263/contactability-leadmanager","@type":"ListItem"},{"name":"Salesmate","position":21,"description":"Most CRMs are rigid, inflexible, and cost a lot of money to organizations, and Salesmate solves exactly these pain-points. \n\nSalesmate is a flexible, customizable, and cost-effective solution to multiple teams in your organization.  \n\nThe platform solves these problems by offering built-in tools, saving cost on integrations, and high customization capabilities. \n\nThe core of Salesmate is the CRM module, where sales, marketing, and success teams can manage contacts, leads, customers, subscribers, and everyday activities effortlessly. \n\nWith these essentials, CRM module comes with built-in tools that front-line teams can utilize every single day like Calling, Texting, Pipeline Management, Deals, Conversations, and much more. \n\nOne of the core reasons for higher sales outcomes is the ability to automate operations and save more time for selling. This is where Salesmate offers Workflows and Sequences. \n\nWorkflows automate tasks like deal assignment, task assignment or date-based communication. While Sequences can put follow-ups on autopilot based on your terms and conditions. \n\nAnd with industry’s first AI-powered co-pilot, everyone in your sales team gets a personal assistance. ‘Sandy AI’ can book meetings, draft emails, or add notes for you. All you need to do is – just ask! \n\nWe know that sales teams can only function when marketing teams generate high quality leads. That’s where Salesmate empowers marketing teams to build and execute highly personalized campaigns and reach wider audiences. \n\nNot only that, but marketing teams can also track website visitors, collect leads using forms or lead gen bots, score every lead, built marketing journeys, and send-off the finest MQLs to sales teams for higher success. \n\nLastly, a great customer service team can truly manoeuvre retention, engagement, and revenue for the business. That’s why, Salesmate provides tools like Live Chat, Chatbots, and Shared Inboxes to deliver the finest experiences for your customers. \n\nNaturally, you need insights to predict trends, be agile, and make decisions in your growth journeys. That’s where Dashboards, Templates, Custom Reports, and Insights will offer everything you need to see what’s going on with your teams and business. \n\nFrom lead generation to top-notch customer experiences, Salesmate has something for everyone in your team. \n\nSalesmate has 15-day free trial, where you can explore every corner of the platform, without sharing credit card details. It’s safe, secure, and available for everyone in your team to try. \n\nHottest features:\n\nSales Automation \nMarketing Automation \nBuilt-in Calling & Texting \nSandy AI \nCustom Layouts and Modules \nSequences and Journey based Automation \nLive Chat and Chatbots \nEmail Campaigns \nMeeting Scheduler \nDashboards & Reporting","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/6556b656-d647-427e-bd3a-2da3dc5becb1.png","url":"https://www.softwareadvice.co.uk/software/45341/salemate","@type":"ListItem"},{"name":"HappyFox Help Desk","position":22,"description":"HappyFox is a cloud-based customer relationship management solution that provides help desk and ticketing solutions to businesses across various industries, including computer and software, education, travel and leisure, media and publishing, energy, retail, and more.\n\n\nHappyFox sorts tickets based on priority and then organizes them based on pre-determined criteria, so that each queue is relevant and managed in a logical manner. Email templates help manage repetitive queries, and these templates can be customized to ensure a relevant response from support team members to customers. Each ticket contains a running log of actions taken so that all team members have visibility into the edits taking place.\n\n\nHappyFox offers industry standard security features for managing and storing user's data. These features include SSL enabled help desk, encryption by 256 bit AES algorithm, role-based permissions and restricted access based on IPs.\n\n\nHappyFox is available on a monthly subscription basis that includes support via email and phone.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/58b26074-f89b-4b36-bbb2-d3a863772bfd.png","url":"https://www.softwareadvice.co.uk/software/26972/happyfox","@type":"ListItem"},{"name":"Pobuca Connect","position":23,"description":"Pobuca Connect is a cloud-based contact management application that lets businesses store and share contacts. The solution connects multiple, overlapping and non-connected business contacts into one unified company address book.\n\n\nUsers can save contacts with custom fields such as name, address, organization, designation and contact details. The application syncs contact details from different devices and updates the list with latest contact info. Contacts can also be imported from Excel files or exported into .csv files for external sharing.\n\n\nPobuca Connect also offers a feature called PobucaBot that helps users to search or update contacts stored in Pobuca. Additionally, Pobuca Connect allows organizations to send and receive business cards, capture details from email signatures and set contact visibility as public or private for different bands of users.\n\n\nPricing is per user per month subscription. Customer support includes online chat and email.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ab158578-3ad4-4ec6-98d8-cade1a3a36a3.png","url":"https://www.softwareadvice.co.uk/software/40735/pobuca","@type":"ListItem"},{"name":"OnePageCRM","position":24,"description":"OnePageCRM is a simple contact management tool. While it has all the usual features of a customer relationship management (CRM) system, OnePageCRM is mostly known for its simplicity and unique to-do list functionality. \n\nYou can use this CRM to add tasks/reminders next to every contact and receive automatic notifications when the next follow-up is due. \n\nUnique CRM features:\n\n— Action Stream: In OnePageCRM, you can add tasks and reminders with due dates to every contact in your database. You can sort your contacts by alphabet, company name, and task’s due date. You can run your whole business from OnePageCRM without switching between spreadsheets and to-do apps.\n\n— Contact management:  All contact information is on one scrollable page, including past and future interactions and touchpoints. With OnePageCRM, you can also visualize relationships between contacts (e.g. who’s a decision maker, and so on). If you work with freelancers, you can share only specific contacts with them by giving them Focused User access to your database. \n\n— Email management: Send emails in bulk from within your CRM, keep all email templates in one place, attach files to templates, track email opens, fully sync your email client with OnePageCRM, and much more. This is your ultimate Email Hub!\n\n— Lead generation: Use unique lead generation and lead capture tools for free. Capture contact details from any web page with Lead Clipper and automatically create new contacts in your CRM account. Build free and simple online forms with unlimited submissions.\n\nMore CRM features:\n\n— Pipeline & deal management: Drag-and-drop functionality, automatic sales revenue prediction, Kanban view, and in-built sales quote management tool.\n\n— Sales & workflow automation: Automated workflow process and custom automations built via the Autoflow feature.\n\n— Free mobile CRM apps: mobile CRM, AI-powered Route Planner for field sales, Speed Dialer, and Business Card Scanner.\n\n— CRM reporting features: View real-time activities across the whole CRM account, build custom reports, mention team members in notes, and assign tasks to colleagues.\n\n— CRM integrations: Integrate with apps, such as Mailchimp, Xero, Google apps, Skype, Evernote, WhatsApp, and many more. You can also build custom integrations with our open API.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1ce33782-6b0e-49c6-9a2c-9ff42da6fa67.png","url":"https://www.softwareadvice.co.uk/software/8278/onepagecrm","@type":"ListItem"},{"name":"Efficy CRM","position":25,"description":"At last, a CRM solution that truly adapts to your needs!\n\nOur mission is to help each company or organisation succeed by helping it to transform its customer data into customer knowledge while simplifying the work of its employees. Efficy is a major player in the European CRM market. With our personalised range of solutions, we've already attracted over 13.500 clients and 330.000 users across 60 countries. And we have no intention of stopping there! Our ambition? To become the #EuropeanCRMChampion.  \n\nOur CRM solutions are the most flexible on the market. We enhance the productivity of your marketing, sales and customer service teams by providing a range of CRM tools: customer database, opportunity tracking, lead nurturing, or online forms, to name a few. Our expert teams are always at your service - we can adapt your CRM solution to your organisation, processes, teams, projects, sales structure, customer support and help desk system.   \n\nDon’t waste time on administrative tasks - empower your employees and grow your business with Efficy Enterprise.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e897b9cd-f43c-41de-9543-008705bbaec0.png","url":"https://www.softwareadvice.co.uk/software/38575/efficy","@type":"ListItem"}],"numberOfItems":25}
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